Debi B. Halbert

HALBERT WEALTH MANAGEMENT,

Austin, TX 78733

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CRD#: 1656634

Professional summary

Debi Benson Halbert, who also goes by Deborah Benson, Deborah Halbert, Debi Sanders, is a registered financial advisor currently at HALBERT WEALTH MANAGEMENT, INC located in Austin, Texas.

Debi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Debi has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 27 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deborah Benson | Deborah Halbert | Debi Sanders

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Theta Research, LLC; Non-Investment Related; 11719 FM 2244 #100, Austin, TX, 78738; Online Subscription Service; Manager; 11/21/2011; 10 hours per month; 0 hours during trading hours; Accounting & Bookkeeping Services. 2. ProFutures, Inc./Vector Signals; Investment Related; 11719 FM 2244 #100, Austin, TX, 78738; Owns the intellectual property of trading strategy, referred to as a signal. Vector Signals sells the signal to RIAs and is paid by RIAs for this service. Vector Signals does not trade, nor does Vector Signals have investment clients. Vector signals is not a registered entity; Secretary/Treasurer; 1/1/2022; 5 hours per month; 0 hours during trading hours; Accounting & Bookkeeping Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debi Benson Halbert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 1995 - Present

HALBERT WEALTH MANAGEMENT, INC

Office #1: 9433 Bee Cave Rd Suite 3-201, Austin, TX 78733

RIA

CRD#: 108294

Austin, TX

Past

December 1, 2022 - November 2, 2025

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Austin, TX

Past

July 5, 1989 - December 31, 2012

PROFUTURES FINANCIAL GROUP, INC.

CRD#: 24328

AUSTIN, TX

Past

April 13, 1989 - June 9, 1989

RJO SECURITIES, INC.

CRD#: 13586

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HALBERT WEALTH MANAGEMENT, INC

HALBERT WEALTH MANAGEMENT, INC | PROFUTURES CAPITAL MANAGEMENT INC | HALBERT WEALTH MANAGEMENT, INC.

CRD#: 108294 / SEC#: 801-55411

RIA

Registered Investment Advisory firm - (4/14/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/1/1995)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/18/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/2/1995

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 4/12/1989

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 27

Date: 4/26/1995

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 39

Date: 5/11/1989

Direct Participation Programs Principal Examination

Current Firm

HALBERT WEALTH MANAGEMENT, INC

HALBERT WEALTH MANAGEMENT, INC | PROFUTURES CAPITAL MANAGEMENT INC | HALBERT WEALTH MANAGEMENT, INC.

CRD#: 108294 / SEC#: 801-55411

RIA

Registered Investment Advisory firm - (4/14/1998 Approved)

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Contact information

Main Address

9433 Bee Cave Rd Suite 3-201, Austin, TX 78733

Mailing Address

Phone number

(512) 263-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (8/26/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 72,797,050

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Debi B. Halbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debi Benson Halbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENT ADVISORS, LLC

PROFUTURES FINANCIAL GROUP, INC.

RJO SECURITIES, INC.

Primary Firm SEC Registration

HALBERT WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/1995

Series 63

Date: 6/9/1989

Series 7

Date: 2/2/1995

Series 22

Date: 4/12/1989

Series 27

Date: 4/26/1995

Series 39

Date: 5/11/1989

Current Firm

HALBERT WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALBERT WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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